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Zachary Hamilton Otey

Investment Adviser Representative at Integrity Advisory Solutions

Mt Pleasant, SCCRD #4676593Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Zachary Hamilton Otey is an investment adviser representative with Integrity Advisory Solutions in Mt Pleasant, SC, where they have been registered since 2024. They have worked in the securities industry since 2023 and have been registered with 3 firms, including Integrity Alliance, LLC and Gladstone Wealth Partners. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in South Carolina.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
South Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/5/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 12/29/2003
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/29/2003
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 3/3/2005

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Integrity Advisory SolutionsCurrent
10/22/2024 – Mt Pleasant, SC
Integrity Alliance, LLC
2/20/2024 – 1/2/2025Mt Pleasant, SC
Gladstone Wealth Partners
4/27/2023 – 2/20/2024Mt. Pleasant, SC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Gladstone Wealth Partners
    Mar 2023 – Feb 2024Mt. Pleasant, SC
  2. Lighting Solutionz
    Mar 2019 – no end date reportedMt. Pleasant, SC
  3. Hegemon Group International
    Oct 2014 – no end date reportedAlphretta, GA
  4. Integrity Alliance, LLC
    Feb 2024 – no end date reportedMt Pleasant, SC
  5. Integrity Advisory Solutions
    Oct 2024 – no end date reportedMt Pleasant, SC

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Integrity Advisory Solutions

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Flexible financial services and personalized financial planning through an open-architecture platform, including investment management with access to investment performance, portfolio balances, and asset allocation tracking.

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers
Firm areas of expertise
Financial PlanningInvestment ManagementPersonalized PlanningPortfolio ManagementWealth AdvisoryAsset Allocation

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
125
Offices listed on AdvisorFinder:
4
Main office:
Dallas, TX
SEC file number:
801-123090

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 11, 2026

View full firm profile

Other advisors at Integrity Advisory Solutions

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zachary Hamilton Otey has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Zachary Hamilton Otey (Integrity Advisory Solutions)